URA

Energy Fuels (UUUU/EFR) reports it expects ~1.6M lbs finished U3O8 production by June 30, 2026—already within its full-year 2026 guidance range (1.5–2.5M lbs). This signals strong operational execution at White Mesa Mill and supports a bullish near-term company-specific catalyst; broader read-through is constructive for U.S. uranium supply reliability, though the planned pause until Q4-2026 introduces timing/market-condition risk.

Energy Fuels (UUUU/EFR) reports strong FY2025 execution: higher uranium sales, >1M lbs low-cost U.S. uranium production, progress in heavy rare earth pilot production, and completion of an upsized $700M 0.75% convertible note that lifts working capital to ~ $1B. Management frames 2025 as a “breakout year,” cites new long-term utility contracts that may improve realized pricing over coming years, and reiterates investment for growth into 2026.

Energy Fuels (UUUU) reported Q1-2026 results and highlighted operational progress: pilot-scale terbium oxide production, planned acquisition of Australian Strategic Materials, and White Mesa Mill infrastructure to enable future heavy rare earth oxide production (Sm, Eu, Gd, Tb, Dy). Uranium deliveries of ~510k lbs U3O8 met contracts and benefited from favorable spot conditions. CEO transition to Ross Bhappu emphasized execution, schedule certainty, and capital efficiency.